Basic Scheduler Instructions for Clinical Staff

To add an appointment:
Click on Staff
    Type in last name of staff, click Select.

Click on date on the calendar at lower left.

Double-click the gray square before the time in the middle of the screen.
    Change end time if appointment is more than fifteen minutes.

    Use drop down boxes to enter office, location, and service.

    Click Client
        Enter last name, first name
        *    can be used as wild card (ex: Jones R*)
        Click Search
        Highlight name by clicking, click Add, Ok

    To enter additional staff:
        Click Staff
        Search by name or code
        Click Add, Ok

    Enter Comments if needed (ie: “new PMA”, etc.)

    Click Save

Note: Appointments can be entered without client information, to block out time/dates for training, lunch and vacations. Only appointments with client information will generate tickets.

To print your schedule:
With staff window open (as when entering appointments)

Click Reports
Click Staff Calendar

Select printer, OK

Change date if you wish (defaults to date you are on in program)

Click Print

Click Yes at the Print Report Window